Estate Planning

Where Are the Originals of Estate Planning Documents That Have Been Superseded?

Hmmmm, good question.  Probably one that you have never thought about.  This issue came up for discussion during a recent departmental meeting.  As attorneys change firms, they may bring files and other documents with them to their new firm.  And, sometimes, those documents include originally signed Last Wills and Testaments of individuals who may not […]

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Don’t Make These Estate Planning Mistakes

I know that I have written in the past about estate planning, but as time passes, we see more and more issues arising from estate planning mistakes – omissions, improper forms, improper titling or non-titling of assets, and not taking special circumstances into consideration. In our day-to-day administration of estates, we encounter many challenges and […]

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Estate Planning 2021

Whether or not you follow all of the activity and talk happening in Washington, one topic that you might want to keep an ear open for is the federal estate tax discussions.  Currently, for a decedent dying in 2021, the federal estate tax exemption/exclusion is $11.7 million.  You may think that you are “safe” in […]

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Birthday Basics

You will never forget your birthday (even though you may want to). Every time you make another trip around the sun (a year), it is good to reflect on what has changed in your life and what you have accomplished. Estate planning is probably something that rarely is among these thoughts. Many people think that […]

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Estate Planning and Religion

When engaging in estate planning for individuals, attorneys must be diligent in asking the right questions, not only for financial purposes and the objects of one’s bounty, but also for religious beliefs and practices and to complete the planning by honoring the wishes of the individual doing their planning.  If you are doing your estate […]

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Estate Planning Options

Abbreviations, acronyms, slang, metaphors, simile, hyperbole, puns, idioms – all types of figurative languages.  When you think about it, we have so many forms of languages that the basics – English, French, German, Spanish – seem to be lost in the shuffle.  In Estate Planning, we have many acronyms that are used and I thought […]

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You Gotta Keep Goin’

OK, so I know that isn’t grammatically correct, but it did get your attention, didn’t it? We completed our series of blogs on funeral planning, which you may have found interesting, boring or depressing.  My goal was not to put you into more of the funk that we have been experiencing, but to provide some […]

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Updating Your Estate Planning

We are taking a break this week from our blogs about funeral planning to share some important news about estate planning document executions in the midst of our current COVID-19 situation.  The series on funerals will resume next week.       Has the pandemic and its effects in the recent months caused you to think about your […]

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The Problem Heir

Let’s face it – there is always a family member who causes concern, disappointments or heartache.  Embarrassing, isn’t it?  But you are getting ready to do your estate planning or thought you had it done until something comes up that causes you to think about the situation. So, what do you do?  How do you […]

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Starting The New Year Off In A Positive Way

We are into the new year and have possibly made resolutions to improve certain aspects of our lives in one way or another.  One of the most common areas is with regard to finances.  So, if you are one of those resolution makers, let’s look at some things to consider: First of all, take a […]

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